Independent Portfolio Consultants’s Kaiser Aluminum KALU Stock Holding History

Independent Portfolio Consultants’s Portfolio KALU Stock Details KALU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$16K	Hold	185	–	–	0.01%	639
2017 Q1	$15K	Buy	185 +35	+23%	+$2.78K	0.01%	695
2016 Q4	$12K	Buy	150 +30	+25%	+$2.4K	﹤0.01%	693
2016 Q3	$10K	Sell	120 -5	-4%	-$430	﹤0.01%	680
2016 Q2	$11K	Hold	125	–	–	﹤0.01%	692
2016 Q1	$11K	Sell	125 -1,485	-92%	-$117K	﹤0.01%	713
2015 Q4	$135K	Buy	1,610 +310	+24%	+$25.8K	0.04%	400
2015 Q3	$104K	Buy	1,300 +245	+23%	+$20.4K	0.02%	449
2015 Q2	$88K	Buy	1,055 +245	+30%	+$19.9K	0.02%	520
2015 Q1	$62K	Buy	810 +45	+6%	+$3.3K	0.01%	582
2014 Q4	$55K	Buy	765 +280	+58%	+$20.2K	0.01%	625
2014 Q3	$37K	Buy	+485	New	+$37.5K	0.01%	661

Other funds holding KALU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's KALU Position: Q2 2017 in Review

Independent Portfolio Consultants held its Kaiser Aluminum (KALU) position steady in Q2 2017 at 185 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #639.

Independent Portfolio Consultants first reported a position in KALU in Q3 2014 and has held it in 12 quarters since. The position peaked at $135K in Q4 2015. 187 funds tracked by Wall St. Rank hold KALU as of Q2 2017.

Independent Portfolio Consultants held 185 shares of Kaiser Aluminum worth $16K as of Q2 2017.
Independent Portfolio Consultants left its Kaiser Aluminum share count unchanged in Q2 2017.
Kaiser Aluminum made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #639 holding.
Independent Portfolio Consultants first reported a position in Kaiser Aluminum in Q3 2014 and has held it in 12 quarters since.
Independent Portfolio Consultants's Kaiser Aluminum position peaked at $135K in Q4 2015.
187 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.